Navigate to Customize | Activities | Activity Settings

You can upload a replacement image in figure 1 to replace the AdvologixPM logo sent out in Meeting Requests from the application by uploading a valid image file to the Documents section. On screen help is available to provide more detail on this action.

Navigate to Customize | Search | Search Settings

You will need to repeat this step each time you install a new package installation or create a new object (application) to enable these features on the new objects.

Navigate to Customize | User Interface

Above is a recommended option selection for User Interface

Navigate to Create > Workflow And Approvals > Settings

Navigate to Customize | Salesforce CRM Content | Settings

This component is the basis of the Advologix Managed Content system for documents.

1. Click Edit
2. Check Enable Salesforce CRM Content
3. Set other options as desired, figure 3 shows recommended settings
4. Click Save

If you want to connect to your Force.com system using a mobile device (iPhone/iPad/Blackberry) you will need to set up a mobile configuration and assign the configuration to users.

Navigate to Mobile Administration | Mobile Administration | Salesforce Mobile | Configurations

Click the New Mobile Configuration button

1. Select from users or profiles to add
2. Select from Available Members
3. Click Add
4. Set the maximum record size to be downloaded to the mobile device
5. Click Save

1. Click Edit

2. Add objects to your data set

3. Configure the filters to determine what and how much data is synched with the mobile device

4. Save the data set

1. Click Customize Tabs
2. Select the tabs to be included in the mobile application
3. Add to the Selected Tabs
4. Click Save